My view is to invest in the plantation sector now.

All plantation stks are rockets !!!

Agreed fully, rising tide lift all boats even including rocks, pebbles n

stones lying at the bottom of the sea !!!

Plantation stks ... a must collection, at least some lah, so as not to

miss out the plantation bull.

U can collect any plantation stk U like if U no like KLK lah.

And U can still make esi moni from the plantation stk U like.

A day later, got some new info not considered before, HLG re-rated KLK to

deserve a TP of Rm32.43.

MSC ... now confirmed is a MULTI BAGGER !!!

Action required : get some n keep, no sell, to get the multi bagger profit.

KLK still got a long, long way to go northwards based the TP given by the

professional researhers above.

Maintain BUY rating with higher TP of RM32.43.

Post earnings revision and earnings model recalibration (post release of FY21 annual report), we maintain our BUY rating on KLK with higher sum-of-parts TP of RM32.43 (from RM25.62 previously).


Source: Hong Leong Investment Bank Research - 17 Feb 2022

Maintain OUTPERFORM and TP of RM30.00, based on FY22E PER of 16x (based on large cap peers).

KLK is our preferred integrated pick given: (i) its FBMKLCI status, (ii) FFB boost from IJMP (iii) CPO prices staying elevated despite some easing expected from mid-CY22.

Based on our in-house ESG scoring, KLK ranks third with a score of 78%.

Source: Kenanga Research - 17 Feb 2022

Kuala Lumpur Kepong (KLK) started off 1QFY22 with a strong earnings growth, doubling to RM552m after stripping out

i) exceptional provision for inventories (RM45.9m),

ii) surplus arising from government acquisition of land (RM3.4m),

iii) foreign exchange gain (RM8.7m) and

iv) gain on derivatives (RM80.9m).

The strong results surpassed our and the street expectations, making up 42% and 38%, respectively.

No dividend was declared for the quarter.

In view of the stronger-than-expected CPO price performance, we raise our CPO price forecast to RM4,300/mt and RM3,800/mt for 2022 and 2023, respectively.

Consequently, we bump up our KLK’s FY22-24F earnings forecasts by 35%-67%.

Maintain Outperform call with a higher SOP-based TP of RM31.05.

Source: PublicInvest Research - 17 Feb 2022

I am the onli true poor kampong kid here !

Congratulations, gemfinder got find massive gem in plantation stks !!!

Just try a little bit, n we can still got lots of fun n enjoyment playing

plantation stks lah.

Most people are still veri sceptical about plantation stks.

They think plantation stks are veri dull stks, no fun n excitement

playing plantation stks.

U got see ah, still got mani people playing glove stks even though the

glove stks are veri, veri old bulls.

Plantation stks ... veri young n growing bulls, just a baby onli !

Why talk about resistance when still got mani people not yet masuk the

plantation sector ?

So, plantation stks ... Just keep on collecting, please. Thanks.

FCPO ... an iron solid uptrend lah.

Plantation stks .... onli a new born bull onli, no sell so veri fast lah.

Glove stks ... veri old bulls, going downhill

Tech stks ... oredi matured bulls, oredi stop growing

All plantation stks ... just buy some n hold, no sell please. Thanks.

All plantation laggards ... sapu kuat kuat !!!

Korrect, Bplant chip like peanut onli !!!

Just get some n play play for entertainment.

Taann ... a good stk, underbought for yrs !!!

Now doing catch up by foreign investors !

Just get some first, then wait n see later.

Plantation stks ... still veri chip lah.

All still can go board the boat$$$ n make esi moni with no sweat n tear.

Just get some, please. Thanks.

The plantation stks are still veri chip.

They are the new born bulls of our mkt now unlike the old bulls of glove stks n tech stks.

We all here talk about plantation stks onli.

Plantation stks ... the new born bull$$$ in our mkt now ?

NO slay the goose that lay the golden eggs everyday for U !

Ok.

U must come out n defend the fort of palm oil stks from attacks.

Please stop all your long holiday from here. Thanks.

Just a rotation onli ?

Exhausted personel returned to base ?

Fresh personel take over their position ?

Just add some, please. Like that, U will not miss the plantation bull$$$.

kyy's ship is too overloaded with all his steel !

When he unloads his steel, his ship is also too light n unstable ?

So what to do ?

Please act fast while the plantation stks are still veri chip for all to

play play n get fun !!!

All plantation stks ... a moni$$$ ride, jump n sit on them now ?

Sold off little bit onli, but still got big buying mah.

U all got see the bull$$$ is in the plantation sector ?

Glove stks ... very old n sick bull now ?

Tech stks ... oredi matured n slowli getting old ?

Plantation stks ... veri young n growing BIG bull ?

Just get any plantation stks U like, please, for making esi moni n for

some fun u entertainment, thanks.

Plantation stks ... the new n infant bull of our mkt now !!!

Go for plantation stks now, at least some lah, please.

Any plantation stk is still ok lah.

All laggard plantation stocks ... hantam kuat kuat now !!!

Safe n esi moni lah.

All pawns also can be lifted UP by the rising tide !!!

“A rising tide may lift all boats, but we advise investors to pick planters that have well-defined ESG frameworks to avoid negative publicity risk,” he added.


“ A rising tide may lift all boats "

Just jump onto any boat$$$ during a rising tide as all boats shall be lifted by the rising tide !

The group adopted diversification strategy and made strategic investments

in nickel, gold and coal. Among the successful investments made in 2007

include Asian Mineral Resources Limited which owns the Ban Phuc nickel

project in Vietnam and Beaconsfield NL which owns operates an underground

gold mine in Tasmania.

In 2019, the Group produced 25,752 tonnes of tin metal thus sustaining

its global position as the third largest supplier of tin metal in the

world.

Steel stks ... no show yet lah.

Always be gridi when others are fearful ?

Just sapu some plantation stks so as not to miss the plantation bull$$$.

Any plantation stks also can lah.

Right Time to Buy ICAP ???

Answer : near maturity August 2025

No forget, please - the bull$$$ is in the plantation sector, not in the

glove sector or the tech. sector.

Try to catch the plantation bull$$$.

Be gridi when others are fearful ... the no. 1 Law of Investment by our

world famous WB

Topglove ... an AGED bull

KLK ... a young n growing big bull